Updated Articles

  1. Service Code Setup

    Pathway:  Setup > Services > Service Code Service Codes identify the types of services offered under a Line of Business and populate for selection in the Service Code drop down field when adding a service to a site or a proposal. Setup he...
  2. Term Setup

    Pathway:  Setup > Accounting > Term Term Setup establishes the payment terms on an invoice to indicate when payment is due. Permission The following permissions are required to view, add and edit terms: Permission ID ...
  3. NavuNav (Android) - Logic Updated to Expand Availability of Disposal Entry (19518)

    In previous versions of NavuNav (Android), the Disposal Entry option was only available once a work order was marked Complete . In version 6.6, this functionality has been expanded to also display for work orders with an In Progress status. Dispo...
  4. Auto Pay Management

    Pathway:  Accounting > Auto Pay Management The Auto Pay Management screen offers a comprehensive view of all accounts set up for auto-pay. This screen is divided into two tabs: one for accounts scheduled for auto-pay and another for billi...
  5. NavuNav (Android) - "Skip" Option Added to Clock Out Process (19373) [New Feature]

    In NavuNav version 6.6, users are provided the option to skip the Post-Trip inspection. When selected, the application will close automatically, and the user will be logged out. ...
  6. Role Setup

    Pathway:   Setup > System > Role Roles in the Navusoft application serve as collections of permissions necessary for users to access and operate within the system. Navusoft offers a predefined set of roles that are readily available f...
  7. Refund Request Management

    Pathway:  Accounting > Refund Request Management The Refund Request Management screen is used to manage refund requests submitted by users whose accounts lack the necessary permissions to issue a refund or chargeback. Refunds are created ...
  8. NavuNav (Android 6.5.7) - Site Inventory Displaying Items from Previous Work Order (19430)

    Previously, when viewing the Site Inventory section in NavuNav Android, inventory from the previous work order could appear instead of the current one. This issue has been corrected.  ...
  9. Lock Box Payment Import Format 3

    Pathway: Accounting > AR Payment Batch The Lock Box 3 Import Format is used to import payment information into the AR Payment Batch . Before importing, an AR Payment Batch must be created. Once the batch is ready, the import file can be...
  10. Service Bundle/Online Order Setup

    Service bundles act as location-based packages of services.  They ensure that customers searching online by address are shown only what’s available in their region, while also helping users in the system streamline account and service setup.  Avai...